The Private Equity and M&A Super Session | FREE for ISCPA members
Overview
This event is only available to ISCPA members. Not an ISCPA member? Join today!
Designed For
All CPAs but geared towards public accounting members.
Objectives
This session will help participants understand their options in today’s rapidly changing market. The speakers will walk you through the different options from how to test your ability to remain independent to merging, selling, or accepting outside investment. They will explain the nuances of each pathway and walk you through the math and deal structure options.
The Visionary Group has only worked with accounting firms for thirty years. They conduct 15 to 20 accounting firm transactions annually, help firms assess their ability to remain independent, and work with firms from the top twenty down to firms of a few million dollars. Visionary Co-Chairs the Accounting Today Private Equity Summit and speaks across the country on M&A, private equity and firm growth.
Leader(s):
Leader Bios
Bob Lewis
Bob is one of Accounting Today's Top 100 Most Influential People, boasting an extensive 25+ years of dedication supporting accounting firm innovation and growth. He is trusted by many of the top firms as well as countless emerging practices. Bob's primary focus revolves around amplifying the direction of CPA firms by leveraging a blend of mergers and acquisitions, succession assessments, capacity expansion, and bolstering a firm's advisory service capabilities. His guidance helps build firm value.
For firms interested in M&A, Bob identifies transition opportunities for clients looking to acquire and firms who want to sell. He is experienced in navigating private equity considerations, deal structuring, and negotiating M&A transactions, and partner buy-ins/buy-outs. He is a nationally sought-after speaker focused on accounting firm innovation and shaping the trajectory of the CPA profession.
Doug Lewis
Doug is one of Accounting Today's Top 100 Most Influential "Ones to Watch". He oversees Visionary's M&A department and is bridging the gap between the existing and next generation of leadership inside accounting firms nationwide. At the heart of his role is the facilitation and structuring of fair M&A transactions for both sides in any deal and bringing a fresh perspective on how to create a contemporary firm of the future.
He's known for building strong relationships with industry leaders, fostering innovative approaches in M&A activities, and cultivating a network of trusted consultants and advisors. Doug is a frequent speaker and facilitator in the accounting world, discussing CPA M&A, firm capacity, pricing, and the shift to advisory.
Member Price $0.00